+197.3%
JBL vs FRSH
-46.4%
+243.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.9% | +5.0% |
| 7D | +2.4% | -6.6% | +9.0% | +3.1% |
| 30D | -13.1% | +2.1% | -15.2% | -13.5% |
| 3M | -15.6% | +29.0% | -44.5% | -18.6% |
| 6M | +24.6% | +48.6% | -24.1% | +16.4% |
| YTD | +39.6% | -2.9% | +42.5% | +40.2% |
| 1Y | +48.6% | -7.9% | +56.5% | +50.7% |
| 3Y | +197.3% | -46.5% | +243.8% | +256.3% |
| All | +197.3% | -46.4% | +243.7% | +256.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FRSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling